About Waystone
Waystone is a leading asset-servicing solutions provider of institutional governance, administration, risk and compliance services to financial institutions. With over 25 years’ experience and a comprehensive range of specialist services to its name, Waystone helps our clients structure, operate and grow through our expertise, innovation and digitisation, backed by the operational scale to support global expansion.\
Summary: Reporting to the Customer Experience & Distributor Support Manager, the Customer Resolution Associate will provide exceptional customer service and technical expertise, particularly when dealing with complaints and expressions of dissatisfaction and effectively handle referrals from colleagues.
ESSENTIAL DUTIES AND RESPONSIBILITIES
The role of the Customer Resolution Associate will be based within the Leeds Customer Resolution team and dedicated to supporting the business in providing service excellence to Transfer Agency Clients.
A key aspect of this role is to ensure the Customer Resolution team deliver and maintain high quality, accurate and outstanding customer service to the business, client and shareholder always.
The role will support the day-to-day technical referrals within the team and contribute to the daily resource management of cases, ensuring the team provide quality complaint resolutions whilst meeting/exceeding service levels.
The role holder should have a strong understanding of our business, the industry and be experienced in handling complaints and be able to act as a subject matter expert between operational areas and compliance.
They will support the broader Transfer Agency teams and aid their own Manager and the Leadership team.
Demonstrate a keen eye for detail and ability to review and feedback on all aspects of the teams’ work
REQUIREMENTS
Strategic Focus
- Effectively handle and resolve customer dissatisfaction through all channels and in line with SLAs and industry regulation
- Encourage and demonstrate active first contact resolution of queries and complaints
- Advocate correct role model behaviours in terms of speedy and accurate customer resolution via the appropriate channels
- Ensure complaint processes and procedures are kept up to date
- Act as a central referral point for CSC colleagues
- Provide support to the leadership teams as required across Transfer Agency
- Ensure all teams are accountable and respond in a timely manner to customer queries and complaints
Governance & Risk
- Technical knowledge in a Financial Services / Funds industry
- Good understanding of when / how to acknowledge complaints
- Good understanding of how / when to identify breaches and incidents
- Working towards (demonstrating an appetite to work towards) IOC qualifications
Experience and Personal Attributes
- Excellent and proven customer service skills in a Financial Services environment
- Up to date financial services industry awareness and understanding
- Experience in the delivery of feedback
- Ability to act as a coach and mentor to less experienced colleagues
- Influence internal and external stakeholders and clients
- Strong interpersonal skills
- Excellent team working and collaboration
- IOC modules is desirable but not required
Skills Required
- Excellent and proven customer service skills in a financial services environment
- Current awareness and understanding of the financial services industry
- Experience handling customer complaints and dissatisfaction
- Experience delivering feedback
- Ability to coach and mentor less experienced colleagues
- Ability to influence internal and external stakeholders and clients
- Strong interpersonal skills
- Excellent teamwork and collaboration skills
- Technical knowledge of the financial services or funds industry
- Understanding of complaint acknowledgement requirements and processes
- Understanding of how and when to identify breaches and incidents
- Willingness to work toward IOC qualifications
- IOC modules
What We Do
Waystone is the leading provider of institutional governance, risk and compliance services to the asset management industry. Partnering institutional investors, investment funds and asset managers Waystone builds, supports and protects investment structures and strategies worldwide. With over 20 years’ experience and a comprehensive range of specialist services to its name, Waystone is now supporting asset managers with more than US$2Tn in AUM Waystone provides its clients with the guidance and tools to allow them to focus on managing their investment goals with confidence
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